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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,565 | $125,190-45.2% | $105,624-35.1% | $145,897-53.0% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 9.05% | 225.22%-216.2pp | 116.20%-107.2pp | 552.29%-543.2pp |
| Employer contribution / active EE | $2,499 | $3,720-32.8% | $3,168-21.1% | $4,663-46.4% |
| Participant deferral / active EE | $8,045 | $5,716+40.7% | $5,013+60.5% | $6,689+20.3% |
| Admin fee / account holder | $235 | $17,138-98.6% | $10,961-97.9% | $13,390-98.2% |